Wealth Planning Associate — Estate & Tax Strategy

MIO Partners, Inc.; New York (NY); On-site; USD 99,000 - 121,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Telemedicine

Life insurance

Disability insurance

Parental leave

Retirement plan

Financial guidance

Paid time off

Job summary

MIO Partners, Inc. in New York City seeks a detail-oriented Wealth Planning Associate to support delivery of sophisticated estate, tax, and wealth planning strategies for high net worth clients.

You will gather client information, build planning inputs, prepare financial models, conduct research, draft deliverables, and support planning workflows in collaboration with Investment Advisors. Qualifications include a bachelor's degree, 2–4 years in wealth management, proficiency with Excel and

Qualifications

• Bachelor’s degree required.
• 2–4 years experience in wealth management or financial planning support.
• Exceptional attention to detail.
• Strong written and verbal communication skills.
• Proficiency in MS Office; familiarity with eMoney/Vanilla is a plus.
• Interest in estate planning and tax topics; CFP or similar credential is favorable.

Responsibilities

• Gather, organize, and validate client information and planning assumptions.
• Enter data in eMoney and Vanilla, including assets, liabilities, and estate structures.
• Build initial planning outputs like cash-flow models and balance sheets.
• Support estate tax calculations and planning scenarios.
• Prepare meeting materials and track follow-up actions.
• Summarize existing documents and identify planning considerations.

Skills

Attention to detail

Written and verbal communication

Client-service mindset

Team collaboration

Education

Bachelor's degree

Tools

Excel

PowerPoint

eMoney

Vanilla

Job description

MIO Partners, Inc. in New York City seeks a detail-oriented Wealth Planning Associate to support delivery of sophisticated estate, tax, and wealth planning strategies for high net worth clients.

You will gather client information, build planning inputs, prepare financial models, conduct research, draft deliverables, and support planning workflows in collaboration with Investment Advisors. Qualifications include a bachelor's degree, 2–4 years in wealth management, proficiency with Excel and